根据香港交易所最新披露的数据，摩根大通（JPMorgan Chase & Co）对赣锋锂业H股的淡仓（空头持仓）比例出现明显上升。截至2月4日，其空头持仓占已发行H股的比例由原先的1.98%提升至2.82%，增幅接近一个百分点。
此次仓位变动反映机构对相关个股的短期看法可能趋于谨慎。赣锋锂业作为全球重要的锂产品供应商，其H股股价近期受锂价波动及新能源行业政策影响较大。市场分析认为，空头持仓的增加或暗示部分资金对锂板块短期走势持保守预期。
数据还显示，摩根大通此次增持空头头寸的操作集中发生在2月初，具体交易动机尚待进一步观察。投资者需关注后续锂电产业链基本面变化及国际金融机构的仓位调整动向。
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